You will be called on to work closely and act as a relationship manager to some of the wealthiest people in the country. As part of your role, you will also work closely with team members, office management and firm personnel to perform administrative and operational duties, which include, but are not limited to, the following:
1) Process wires, EFTs, checks, journals, ACAT assets transfers, DRS requests - internal and external.
2) Process Private Equity investment orders and redempt...

Are you truly service oriented? Do you know how to take care of people?

We’re looking for a Client Associate to:

• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• provide the t...

We're looking for someone like this to:
* gain valuable insight into different areas of the business
* work on strategic projects that have real impact on clients
* build an understanding of our industry, culture, and strategy
* Establish a network of mentors and business contacts
* attend educational and social events that provide exposure to senior leadership.

Do you know how to manage people? Do you have a knack for implementing service standards?

We’re looking for an Administrative Officer, in our Beverly Hills and Century City branches to:

• Manage branch administration, including a diverse team of associates, and provide administrative support to Financial Advisors.
• Recruit, select, onboard, train and manage administrative support staff.
• Conduct performance reviews and make personnel decisions related to compensation ...

Do you know how to create and drive a culture of asset growth? And foster loyalty?

We’re looking for a Market Director to:

• be responsible for financial results, overseeing cost and risk management
• attract, recruit, develop and retain skilled talent
• coach all team members, getting them the right training and making sure development measures are results-oriented and transparent
• manage and resolve all escalated issues, including financial, reputational, complian...

Are you truly service oriented? Do you know how to take care of people?

We’re looking for a Client Associate to:

• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• provide the t...

We’re looking for a Registered Client Associate to:

• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• provide the team with a detailed calendar of activities

Detailed salary...